Paraplanner - Leading Wealth Management Firm - Colchester
£35,000 - £40,000 per annum plus bonus
Financial Divisions are working with one of the UK’s leading Wealth Management and Financial Services firm’s; a well respected firm with a strong track record in developing staff and progressing careers. The firm seek a Paraplanner for their Colchester office due to ongoing growth.
As Paraplaner you will be responsible for working closely with three specific Advisers within a structured Paraplanning team. You will be responsible for conducting research on product across the market on a holistic basis, looking at lifestyle planning calculations, valuations and working across a wide variety of products including pensions, investments, trusts, estate & IHT planning. As Paraplanner you will also produce first class suitability reports for Advisers and liaise with clients regarding recommendations.
Our client seeks a Paraplanner that is Level 4 Diploma qualified or is in the process of sitting their last exams. You will also be able to demonstrate a strong track record or working in a technical yet communicative manner as a Paraplanner. For immediate consideration please forward your CV to Mark Flannery at Financial Divisions